Personal Insurance Assistant / Receptionist

Job Description

Personal Lines Assistant / Receptionist

Position Summary

The Personal Lines Assistant/Receptionist serves as the first point of contact for clients while providing administrative and clerical support to the personal lines team. This role combines front-desk responsibilities with assistance in servicing personal insurance accounts, helping ensure efficient office operations and a high level of customer service.

Key Responsibilities

Front Desk / Reception Duties:

• Greet and assist clients in person and over the phone in a professional, friendly manner
• Answer and route incoming calls, take messages, and respond to basic inquiries
• Manage incoming and outgoing mail, email, and deliveries
• Maintain a clean, organized reception area
• Schedule appointments and assist with calendar management
  
  

Personal Lines Support

• Assist account managers and producers with servicing personal lines policies (auto, home, renters, umbrella, etc.)
• Process policy changes, endorsements, and cancellations
• Prepare certificates, ID cards, and other policy documents
• Follow up with clients for missing information or documentation
• Enter and update client data in the agency management system
• Help obtain quotes from carriers and prepare proposals when needed
  
  

Administrative Duties

• Scan, file, and maintain electronic and paper records
• Support billing inquiries and basic policy questions
• Track tasks and follow up to ensure timely completion
• Assist with special projects and general office support as needed
  
  

Qualifications

• Property & Casualty License (highly preferred)
• High school diploma or equivalent (associate’s or bachelor’s degree preferred)
• Prior office, receptionist, or customer service experience preferred
• Insurance experience or license is a plus (or willingness to obtain)
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Ability to multitask and work in a fast-paced environment
• Proficiency in Microsoft Office and basic computer systems
  
  

Key Competencies

• Customer-focused mindset
• Professionalism and reliability
• Strong problem-solving skills
• Team-oriented attitude
• Ability to handle confidential information with discretion
  
  

Work Environment

• Office setting within an independent insurance agency
• Regular interaction with clients, carriers, and team members